Category: keeping it

Avoid going from shirtsleeves to shirtsleeves in 3 generations

Help With Your Money Talk

I recently had the opportunity to chat with Lori R. Sackler, author of The M Word – The Money Talk every family needs to have about wealth and their financial future. When her book...

Getting Consensus on Pulling the Plug

If you are the person charged with handling your loved one’s estate after their death or incapacity, you very well may also be on the short list to make life or death medical decisions...

Executor Timeline

Your loved one has died and you are responsible for settling the deceased’s estate. There is nothing easy about that. You are responsible for making sure that your loved ones affairs are handled appropriately...

Review of: Family Fortunes

Family fortunes:  How to Build Family Wealth and Hold on to It for 100 Years by Bill and Will Bonner copyright 2012, published by John Wiley and Sons Inc, Hoboken, New Jersey   Summary:...

Avoiding the High Cost of Senior Divorces

Many things change as we mature, including our relationships. You and your spouse may have shared years together, raising family, building your nest egg, and sharing experiences – some good, some bad.  You have...

Becoming a Family of Wealth

Carnegie, Rockefeller, Astor, Vanderbilt and Rothschild are all names of families with wealth – wealth held across many generations. Just hearing the names causes pictures of polished silver, wood paneling and yachts to form...